Don’t trust your gut: agency operations metrics

Ashleigh Thevenet

I’ll admit it, I love spreadsheets.  So when I attended a session by Sean Larkin* called, “Scaling your business starts with the right spreadsheets: performance metrics” at Drupalcon LA, I was excited to take what I had learned and apply it to my own agency.   I was inspired.   I immediately adopted these same spreadsheets and started adapting them to fit my needs as Chief Operating Officer.   

Over the years I have expanded upon these spreadsheets and evolved them into operations tools that I use on a daily basis.  Now, it’s my turn to pay it forward and share these tools with others.   This session will build off of the LA presentation, taking a closer look at operations specific metrics.   I will walk attendees through the tools I use to help answer questions like:


  • Will my current team configuration be able to complete the work we have lined up?

  • How many people do I need to assign to this project to complete it on time?  

  • Do I need to hire?  

  • How much available capacity does my team have?

  • How utilized is my team?

  • How did my team perform last month compared to projections?

  • How much revenue will my company bring in in future quarters with current signed portfolio?

  • How much additional sales do I need to close to bill at capacity in future quarters?


If you find yourself asking these or similar questions and without existing tools to help you make data-driven decisions, then this session is for you.   


*Permission has been granted by Sean Larkin for use of his original material


Session Track


Experience Level


Drupal Version

When & Where

Wednesday, 11 April, 2018 - 10:45 to 11:45
101C | Tag1 Consulting